Mindy Hauptman, Partner and Associate Director, Retail Banking, Boston Consulting Group
ABOUT THE WEBINAR:
The webinar will discuss results and implications of primary research recently conducted by BCG to understand the changing nature of customer primacy and relationship banking.
The research addressed the following questions:
Who are today’s primary checking customers? Do traditional definitions align with how customers use and view their accounts?
Does holding the primary checking account provide the same benefits as in the past, especially the ability to sell add-on products?
What are the paths to primacy? Is the checking account the only viable anchor product? Can additional checking accounts become primary? How stable is primary status after it has been achieved?
Do the critical Gen Z and Millennial cohorts view their primary checking account in the same say as earlier generations? Are they amenable to establishing deeper relationships with their primary checking providers?
THIS WEBINAR WILL COVER:
Why understanding customer primacy is critical to retail banks’ success
Research findings that upend conventional wisdom about customer primacy
Actionable responses to acquire and retain primary checking customers
TOP 3 BENEFITS TO ATTENDEES:
Understand attitudes and behaviors of consumers who are opening new primary accounts
Learn how common misperceptions may cause to you overlook attractive customer opportunities
Learn how to leverage these insights to unlock revenue growth
Have you created an account yet? If you haven't logged in to the CBA registration site before, please click the Create Account button to set up your profile. This allows the site to recommend programs of interest to you.
Partner and Associate Director, Retail Banking, Boston Consulting Group
Mindy Hauptman is an Expert Consultant specializing in Retail Banking. She has over 20 years of financial services experience, focused on product development, product management, distribution strategy, and financial wellness. She also has a deep understanding of consumer research and the fintech arena. Mindy works with banks to accelerate their revenue growth through product and pricing innovation, personalization, salesforce effectiveness, and operating model redesign.
Before joining BCG, she held positions in Marketing, Product Management and Branch Strategy at TD Bank and ran Advisory Services at the Center for Financial Services Innovation.
In her personal life, Mindy enjoys choral singing and crossword puzzles, and is an avid traveler.
We recently changed the log-in process. If you are a first time user, please select create account to gain access to our Programs. If you have visited our site before, please go to your profile when you log-in. If you are a member, please select your company in the profile. If you have any questions, please email firstname.lastname@example.org.
The views expressed in these webinars are those of the presenters only, and do not represent the views of CBA or its membership.